Jeremy Walter, CFP®, CKA® Fident Financial, LLC

Contact this advisor

About Jeremy Walter, CFP®, CKA®

I’m Jeremy Walter, founder of Fident Financial, LLC, a fee-only registered investment advisor located in the heart of beautiful Lancaster County, Pennsylvania.

I started up Fident Financial after working for another local advisory firm for just over a decade – largely because of how much I believe in two things: aligning your values with your money, and utilizing a fee-only approach to managing wealth.

Every client I’ve encountered has a slightly different set of goals they want to achieve with their finances, and so every client needs a unique plan to figure out the best path to manage their wealth to achieve them – using their stated values as guide rails along the way.

In addition to the Certified Financial Planner Certification, I’m also a Certified Kingdom Advisor – a designation put forth by Kingdom Advisors, a non-profit organization that helps advisors like me have better conversations and create more lasting strategies in helping clients like you.

My investment philosophy relies heavily on evidence-based-investing and is something I get excited when implementing.

I’m undeservedly blessed with a beautiful wife and four kiddos.

I believe strongly that the sequence for making the best financial decisions are identifying your values, prioritizing your goals, and then implementing a financial decision. Fident’s process for doing this is The C3 Process – clarify, calculate, calibrate.

I’d love to hear more about you – so feel free to reach out and schedule a free 30-minute phone consultation with me and see if we can be a good mutual match.

Contact this advisor

Recently Published

Growing Small

December 5, 2019

When we moved into our current house, there was some pretty extensive landscaping already in place. Really beautiful plants and trees and bushes all professionally laid out. Truthfully, it’s way more than what we would[...]

Read the full post →

A (Re)Construction of Goals

November 21, 2019

We’re coming up on the season of goal setting – the time where we start thinking about everything we want to accomplish in the New Year. Early November is when I personally start thinking about[...]

Read the full post →

A $50 Family Fable

November 18, 2019

A son walks into his father’s home office: SON: “Daddy, may I ask you a question?” DAD: “Sure son, what is it?” SON: “How much do you make an hour?” DAD: “Well, that’s kind of[...]

Read the full post →

Visit the blog →

Ideal Clients

  • Christian Faith Based
  • Entrepreneurs
  • Gen X
  • IRA Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $167/month
  • AUM: 1.0%

SEC Records

States Registered

  • Pennsylvania

Loading...